Merit Financial Group’s John Hancock Preferred Income Fund HPI Stock Holding History

Merit Financial Group’s Portfolio HPI Stock Details HPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$171K	Buy	10,563 +5	+0%	+$80	﹤0.01%	2146
2026 Q1	$166K	Sell	10,558 -1,290	-11%	-$20.8K	﹤0.01%	1967
2025 Q4	$192K	Buy	11,848 +509	+4%	+$8.65K	﹤0.01%	1833
2025 Q3	$197K	Buy	11,339 +117	+1%	+$1.91K	﹤0.01%	1683
2025 Q2	$179K	Buy	11,222 +4	+0%	+$63	﹤0.01%	1579
2025 Q1	$186K	Buy	11,218 +702	+7%	+$12K	﹤0.01%	1313
2024 Q4	$175K	Buy	+10,516	New	+$187K	﹤0.01%	1109
2024 Q3	–	Sell	-10,327	Closed	-$173K	–	888
2024 Q2	$173K	Buy	10,327 +1	+0%	+$16	﹤0.01%	874
2024 Q1	$172K	Hold	10,326	–	–	﹤0.01%	824
2023 Q4	$163K	Buy	10,326 +1	+0%	+$14	0.01%	742
2023 Q3	$150K	Hold	10,325	–	–	﹤0.01%	706
2023 Q2	$157K	Hold	10,325	–	–	0.01%	710
2023 Q1	$165K	Hold	10,325	–	–	0.01%	595
2022 Q4	$166K	Hold	10,325	–	–	0.01%	635
2022 Q3	$165K	Hold	10,325	–	–	0.01%	524
2022 Q2	$181K	Hold	10,325	–	–	0.01%	525
2022 Q1	$200K	Hold	10,325	–	–	0.01%	366
2021 Q4	$214K	Hold	10,325	–	–	0.02%	261
2021 Q3	$222K	Hold	10,325	–	–	0.02%	247
2021 Q2	$223K	Hold	10,325	–	–	0.02%	245
2021 Q1	$213K	Hold	10,325	–	–	0.02%	223
2020 Q4	$203K	Hold	10,325	–	–	0.02%	202
2020 Q3	$194K	Hold	10,325	–	–	0.02%	210
2020 Q2	$202K	Hold	10,325	–	–	0.02%	203
2020 Q1	$166K	Hold	10,325	–	–	0.02%	209
2019 Q4	$236K	Hold	10,325	–	–	0.02%	214
2019 Q3	$249K	Hold	10,325	–	–	0.03%	126
2019 Q2	$239K	Hold	10,325	–	–	0.03%	101
2019 Q1	$234K	Hold	10,325	–	–	0.03%	109
2018 Q4	$194K	Hold	10,325	–	–	0.03%	109
2018 Q3	$226K	Hold	10,325	–	–	0.04%	106
2018 Q2	$224K	Hold	10,325	–	–	0.04%	107
2018 Q1	$211K	Buy	+10,325	New	+$213K	0.04%	105

Other funds holding HPI

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Merit Financial Group's HPI Position: Q2 2026 in Review

Merit Financial Group increased its John Hancock Preferred Income Fund (HPI) stake by 0.05% in Q2 2026, buying an estimated $80 and bringing the position to 10,563 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Merit Financial Group first reported a position in HPI in Q1 2018 and has held it in 33 quarters since. The position peaked at $249K in Q3 2019. 65 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

Merit Financial Group held 10,563 shares of John Hancock Preferred Income Fund worth $171K as of Q2 2026.
Merit Financial Group bought 5 John Hancock Preferred Income Fund shares in Q2 2026, an estimated $80.
John Hancock Preferred Income Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2146 holding.
Merit Financial Group first reported a position in John Hancock Preferred Income Fund in Q1 2018 and has held it in 33 quarters since.
Merit Financial Group's John Hancock Preferred Income Fund position peaked at $249K in Q3 2019.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.